Alternatives to Focus Financial Partners

An independent investment advisory firm providing wealth management and family office services to clients.

A financial advice startup.

eToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.

Technology platform for financial advisors to manage client relationships and operations.

Meeting intelligence and analytics platform.

Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.

A global technology and data platform empowering investment professionals with insights and tools.

Next-generation operating system for wealth management.

Reforming workplace pensions and offering financial coaching in Belgium.

Digital platform for comprehensive wealth management, tracking traditional and alternative investments.

AI-driven portfolio intelligence for institutional investors, offering solutions for portfolio optimization and risk management to asset and wealth managers and family offices.

A B2B SaaS investment infrastructure platform enabling firms to offer digital investment services.

Financial planning and investment management platform for individuals and financial advisors.

Financial advisor prospecting and lead generation tools.

Intelligent Wealth Management

Destiny XYZ creates exchange-traded products providing everyday investors access to top venture-backed private technology companies.

Global provider of software solutions for wealth management, life insurance, and funds administration.

Fintech platform helping RIAs access low-cost, tax-efficient financing solutions for clients.

An AI-native wealth advisory company that combines artificial intelligence with human expertise to provide personalized wealth management services.